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325 matching content results
What do you mean irrevocable? I want to amend that trust
Clients have an option if circumstances or estate planning changes.
What public accountants should focus on this summer
Spending time on these key areas will help firms make the most out of the second half of the year.
Continuing strong demand expected for forensic and valuation services
New survey finds 83% growth in niche area in the next two to five years.
Secrets to effective performance management
These tips will make the annual performance review easier—or maybe even replace it.
Before your clients start gifting stock ...
Coach them about options and outcomes.
Top technology gifts for the CPA
These items are sure to bring holiday joy to the accountants on your shopping list.
Three easy ways to become a “365 CPA”
Staying in touch with your clients is more important and simpler than ever with technology.
Are CPAs in your state affected by private investigator licensing laws?
This case study looks at how New Mexico tackled the issue.
SEC using technology to identify fraud earlier
New API software is designed to mine big data to help detect big fraud.
Common post-ATRA estate planning mistakes
A false sense of security can lead a client (and his or her adviser) to make mistakes.
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